Financial Architects (New Jersey)’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$13K | – | 1224 |
|
|
2018
Q3 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 899 |
|
|
2018
Q2 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 857 |
|
|
2017
Q4 | $15K | Sell |
2,000
-250
| -11% | -$1.88K | ﹤0.01% | 912 |
|
|
2017
Q3 | $19K | Buy |
2,250
+2,000
| +800% | +$16.9K | ﹤0.01% | 866 |
|
|
2017
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 1405 |
|
|
2016
Q4 | $1K | Hold |
250
| – | – | ﹤0.01% | 1313 |
|
|
2016
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 1354 |
|
|
2016
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 1348 |
|
|
2016
Q1 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 939 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$6K | – | 328 |
|
|
2015
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 873 |
|
|
2015
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 817 |
|
|
2014
Q4 | $6K | Sell |
250
-1,000
| -80% | -$24K | ﹤0.01% | 773 |
|
|
2014
Q3 | $34K | Sell |
1,250
-500
| -29% | -$13.6K | 0.02% | 369 |
|
|
2014
Q2 | $56K | Buy |
+1,750
| New | +$56K | 0.03% | 307 |
|
|
2013
Q4 | – | Sell |
-350
| Closed | -$10K | – | 227 |
|
|
2013
Q3 | $10K | Hold |
350
| – | – | 0.01% | 479 |
|
|
2013
Q2 | $13K | Buy |
+350
| New | +$13K | 0.01% | 425 |
|